+65.7%
ENTG vs IAU
+2.6%
+63.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +3.7% | -10.1% | -8.8% |
| 7D | -10.3% | -0.3% | -10.1% | -10.3% |
| 30D | -14.4% | -1.9% | -12.5% | -13.1% |
| 3M | -1.1% | -0.4% | -0.7% | -0.6% |
| 6M | +3.0% | -10.1% | +13.1% | +10.2% |
| YTD | +70.1% | -5.9% | +76.0% | +82.1% |
| 1Y | +65.7% | +2.9% | +62.8% | +66.1% |
| All | +65.7% | +2.6% | +63.2% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IAU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling